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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • CA RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

325 W 3Rd Ave Ste 203, Escondido, CA 92025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp. Lincoln NE 06/2006 Present
Ameritas Life Insurance Corp. Lincoln NE 06/2006 Present
Martinez & Winter Escondido CA 02/2007 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 06/2006 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 02/2007 → Present
    Martinez & Winter
    Escondido, CA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2004-02-09 → 2006-06-30
    Carillon Investments, Inc.
    Escondido, CA
    Escondido, CA
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Martinez & Winter; same as branch; inv rel; fixed insurance products; Agent; start date=02/2007; hrs/mo=100; trading hrs/mo=100; sales of fixed insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-05
  • S65 Uniform Investment Adviser Law Examination
    2003-12-05
Other Names
  • Manny Martinez

View on SEC IAPD

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